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Hi all
I have created a report in Dynamics 365 that I want to email to my manager. Is there an easy to do this with Dynamics 365 without having to recreate it all using Flow? I don't mind how the report is presented but it would be ideal if it were as an excel attachment.
Any suggestions?
Olly
You can easily schedule report (daily/weekly/monthly) in Dynamics 365 Online using Zap Report Scheduler App:
https://zapobjects.com/apps/zap-ssrs-report-scheduler/
The email can have the report inline (which makes it very easy to read) or even as an attachment (excel / pdf).
Hi,
You can flow this approach https://www.inkeysolutions.com/blogs/automatically-schedule-the-report-and-send-it-as-pdf-attachment-with-the-email-in-microsoft-d365-ce-crm/
You do not need to recreate the report
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